Settings

How to set your company-wide settings. Can't find an answer? Click the chat in the bottom right.

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36 articles in this collection
Written by Paul Dexter, Christa Moody, Brandon Clough and 3 others

Labor Pricing Programs

Create customized sets of labor rates that you can apply to certain projects or clients.

Written by Christa Moody
Updated over a week ago

Create Office Locations

How to create multiple office locations within your company.

Written by Kelly Johnson
Updated over a week ago

How to Set a Shipping Method

Setting up default shipping methods for purchasing

Written by Christa Moody
Updated over a week ago

Office Level Pricing Programs and Factors

This article will discuss enhanced functionality for Office locations within your Company

Written by Kelly Johnson
Updated over a week ago

Labor Presets

Use labor preset tool to quickly add labor to item in your projects

Written by Brandon Clough
Updated over a week ago

Setting Up Purchasing/Selling Currencies

How to set your company's default purchasing and selling currencies

Written by Christa Moody
Updated over a week ago

Adjusting Email Notifications

How to opt in/out of email notifications

Written by Christa Moody
Updated over a week ago

How to Set Default Labor Units

Set which labor units open by default when editing line items

Written by Christa Moody
Updated over a week ago

Creating Service Packages

How to set up and edit service packages

Written by Christa Moody
Updated over a week ago

Factors: Hours per Day of Labor

How to create a factor to add specific labor-type hours per days a labor category.

Written by Brandon Clough
Updated over a week ago

How to Set your Currency

Setting your Main Company Currency

Written by Christa Moody
Updated over a week ago

Company Settings

Turn on/off Push New Items to Database

Company Setting to turn on/off the ability to push product data to the database the first time an item is used.

Written by Christa Moody
Updated over a week ago

Labor Type Translations

Learn how to translate your labor types when using reports in different languages.

Written by Clayton
Updated over a week ago

Unique Office Labor Rates

Now, each Office in your company can have their own labor rates

Written by Mason Clough
Updated over a week ago

Automatically Favorite Items

How to change whether your products are favorited when added to a project by default

Written by Mason Clough
Updated over a week ago

Two-Factor Authentication

Secure your Jetbuilt account with 2FA

Written by Mason Clough
Updated over a week ago

Default Tax Preferences

How to set up default tax on equipment, shipping, and labor rates.

Written by Brandon Clough
Updated over a week ago

Manager Approval

Requiring projects to be approved by a Manager before proposals are sent out.

Written by Mason Clough
Updated over a week ago

Set Default Labor Rates and Costs

How to create and edit Labor Rates and Costs for your company

Written by Christa Moody
Updated over a week ago

Default Rooms and Systems

How to set up default rooms and systems that will appear in a checklist for each project you create.

Written by Christa Moody
Updated over a week ago

Custom Project Numbers

How to edit project numbers, or change your company's default project numbering format.

Written by Christa Moody
Updated over a week ago

Edit Company Settings

How to set up your company account as a Jetbuilt Admin

Written by Brandon Clough
Updated over a week ago

Creating Factors

Creating and adding factors to a project

Written by Christa Moody
Updated over a week ago

Team Settings

What happens to a user's projects when they're deactivated?

Where to find projects that belonged to a Jetbuilt user that is now deactivated.

Written by Mason Clough
Updated over a week ago

User Permission Breakdown

Here's an explanation of the different roles/permissions a user can have.

Written by Christa Moody
Updated over a week ago

Add Users

How to add additional users to your account

Written by Paul Dexter
Updated over a week ago

Deactivate Or Reactivate A User

How to deactivate a user, or reactivate a deactivated user.

Written by Paul Dexter
Updated over a week ago

Billing

Manage Billing Information and Billing Email

How to Change Billing Permissions and Recipients

Written by Mason Clough
Updated over a week ago

Create Subscription

How to subscribe to Jetbuilt

Written by Paul Dexter
Updated over a week ago

Update Credit Card

How to update your credit card payment information

Written by Paul Dexter
Updated over a week ago

Change the Plan

How to change a subscription plan.

Written by Paul Dexter
Updated over a week ago

Cancel Subscription

How to cancel a subscription.

Written by Paul Dexter
Updated over a week ago

Integrations

DocuSign Integration

How to connect and use our DocuSign Integration

Written by Christa Moody
Updated over a week ago

Connecting to Acumatica

Setting up the integration with Acumatica

Written by Brandon Clough
Updated over a week ago

Google Sheets Integration

How to export your project to your Google account

Written by Christa Moody
Updated over a week ago

How to Set Up Your Quickbooks Online Integration

How to connect your Jetbuilt account to Quickbooks Online

Written by Christa Moody
Updated over a week ago